Connect Apptivo With Xero For State-of-the-art Experience
Empower your teams with the robust integration of Apptivo and Xero, the best accounting software for productive tools to manage invoices, supplier invoices, and purchase orders.
How It Works
Integrate your Xero account with Apptivo for seamless accounting management
Enable the sync facility with Xero through the Ledger app of Apptivo
Incorporate a unified business management platform for your employees
Streamlined Features For Effortless Accounting System
Smooth Single Sign-On
Avert password fatigue and quit compromising your team’s security with weaker passwords. Facilitate your employees to create an account and sign in to Apptivo with Xero credentials in a secured environment on the go.
Multi-level Security Access
Leverage the detailed security system of Apptivo to permit the accessibility of your invoices, supplier invoices, and purchase orders, sharing of customer/contact information, and control the synchronization of your records in Apptivo with Xero.
Effortless Execution
Be it invoices, supplier invoices, or purchase orders - create the records in Apptivo, make updates, sync them instantly with Xero, avoid double data management, and ensure a glitch-free management process for your employees.
Tax Mapping
Map your taxes in Xero with Apptivo to create invoices with accuracy and avert miscalculations while recording payments in either platform. Deliver error-free services to your customers and improve the customer satisfaction score.
Streamlined Features For Effortless Accounting System
Smooth Single Sign-On
Avert password fatigue and quit compromising your team’s security with weaker passwords. Facilitate your employees to create an account and sign in to Apptivo with Xero credentials in a secured environment on the go.
Multi-level Security Access
Leverage the detailed security system of Apptivo to permit the accessibility of your invoices, supplier invoices, and purchase orders, sharing of customer/contact information, and control the synchronization of your records in Apptivo with Xero.
Effortless Execution
Be it invoices, supplier invoices, or purchase orders - create the records in Apptivo, make updates, sync them instantly with Xero, avoid double data management, and ensure a glitch-free management process for your employees.
Tax Mapping
Map your taxes in Xero with Apptivo to create invoices with accuracy and avert miscalculations while recording payments in either platform. Deliver error-free services to your customers and improve the customer satisfaction score.
Quit Juggling Between Multiple Applications & Handle Cloud
Based Accounting From One Place
Invoices
Sync the invoices created in Apptivo with Xero Invoicing, record the payments, void the invoices, and stay updated on the sync status right from your Invoices app.
Supplier Invoices
Sync the supplier invoices in Xero. Utilize the two-way sync facility for payments in the Supplier Invoices app to record payments from either Xero or Apptivo.
Purchase Orders
Create purchase orders in Apptivo, sync them in Xero, and avail the facility to collect payments directly from your Xero accounting system and view the payment information anytime.
About Xero
Xero is a New Zealand-based world-leading software company that develops cloud-based accounting software for small & medium-sized businesses. Xero accounting software is user-friendly & collates top-rank features that help close important accounting gaps.
Log in anytime, anywhere on your Mac, PC, tablet, or phone to get a real-time view of your cash flow.
Run your business on the go - Use the mobile app to reconcile, send invoices, or create expenses.
Get paid faster with online invoicing. Send invoices to customers online and receive updates when opened.
Reconcile in seconds. Xero imports and categorizes all your latest bank transactions without any delay.
About Apptivo
Apptivo features 65+ integrated business applications comprising CRM, Project Management, Supply Chain, Financials, and Product Management. Apptivo offers the complete footprint of a high-end ERP/CRM platform together with highly competitive pricing.
Manage your complete business workflow from a single cloud platform even when you are away from your desk.
Automate your operations, reduce redundancy, and receive real-time notifications on the smallest updates.
Maintain exclusive databases for every department in your business and ensure smooth workflow.
Create an interactive ecosystem enabling your employees and teams to collaborate without any hassle.
Robust Integrated Solution
Switch to smart accounting with Apptivo-Xero integration to manage invoicing, bank reconciliation, bookkeeping & more. Together, Apptivo and Xero integrate to provide you one complete view of your business, from capturing that first lead, to invoicing and payments.
Why Xero Integration?
Sync all your invoices, supplier invoices, and purchase orders created in Apptivo to Xero instantly.
Generate advanced financial reports in Xero.
While creating invoices, sync taxes from Xero automatically.
Manage your customers and account for one centralized solution.
Requirements
Xero Account
Apptivo
Plan: Ultimate, Enterprise
FAQ & User Guide
Apptivo allows you to log in or sign up in Apptivo effortlessly with your Xero account. Go to the Apptivo and click on the login button in the top right corner of the page. Read More...
Xero is cloud-based accounting software that was developed specifically for small and medium-sized businesses. You can integrate the Apptivo Invoicing app with Xero. You have to first authenticate the integration and then sync the records so as to import them into the Apptivo's invoicing software. Let's follow the given steps to understand better. Read More...
You can enable Xero integration with the following Apptivo apps
Invoices
Supplier Invoices
Purchase Orders
Invoices
Supplier Invoices
Purchase Orders